AI is transforming the way firms deliver Client Accounting Services (CAS). In this session, a panel of firm leaders and technology experts will discuss how AI and automation are reshaping workflows, improving accuracy, and freeing up time for higher-value advisory work. Learn how firms are using AI tools to streamline data entry, forecasting, KPI reporting, and client communication — and how AI agents are powering real-time insights, scenario planning, and proactive client outreach. Discover what it takes to move from reactive reporting to truly strategic advising in the age of intelligent automation.
